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Ephraim Ulmer

Godsey & Gibb Wealth Management
34 Years of Experience
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningEstate PlanningHigh Net Worth
Godsey & Gibb Wealth Management
Compensation
Fee-Only (AUM)
Firm Size
13 advisors
Number of Clients
807 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$500K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.75%
$2M+0.50%

Minimum account size of $500,000 and annual fee of $5,000 are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$5,000

Location

1310 Lady Street, Ninth Floor, Columbia, SC, 29201

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 1986
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Ephraim is a director and shareholder of G&G Insurance Services, Inc. He spends minimal time on this activity, mainly attending shareholder/director meetings during non-trading hours.

Employment History
Current Registrations
Godsey & Gibb Wealth Management
November 1991 - Present · 34 yrs 3 mos
State Registrations6 states
CAGAMONCSCVA
Advisor
Exams
No exam information available for this advisor.